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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
First Bankers Trust
Louisville,
Kentucky
| USD 216 M | +USD 17.2 M | +9% | 8.67% | 78.9% | 121 | 9.09% | 7 |
|
| 4827 |
4827
Hixon Zuercher
Findlay,
Ohio
| USD 215 M | +USD 24.6 M | +13% | 12.1% | 101% | 64 | 12.5% | 2.7 |
|
| 4828 |
4828
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 215 M | – | – | 12.6% | 125% | 74 | – | 4.4 |
|
| 4829 |
4829
Glovista Investments
Jersey City,
New Jersey
| USD 215 M | +USD 46.8 M | +28% | 6.88% | 2.48% | 44 | 27.27% | 2.5 |
|
| 4830 |
4830
Raleigh Capital Management
Cary,
North Carolina
| USD 215 M | +USD 19.2 M | +10% | 9.66% | 79.9% | 1,200 | 31% | 1 |
|
| 4831 |
4831
Invesco LLC (Illinois)
Des Plaines,
Illinois
| USD 215 M | +USD 16.8 M | +8% | 10.9% | 122% | 162 | 10.49% | 0.5 |
|
| 4832 |
4832
Joule Financial
Lexington,
Kentucky
| USD 215 M | +USD 19.4 M | +10% | 10.2% | 55.5% | 122 | 29.51% | 1 |
|
| 4833 |
4833
Royal Harbor Partners
Houston,
Texas
| USD 215 M | +USD 23.2 M | +12% | 8.79% | 54.6% | 55 | 23.64% | 1.9 |
|
| 4834 |
4834
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 215 M | +USD 24.8 M | +13% | 8.95% | 54.4% | 172 | 9.88% | 4.1 |
|
| 4835 |
4835
Letson Investment Management
Atlanta,
Georgia
| USD 215 M | – | – | 10.6% | 56.7% | 92 | – | 0 |
|
| 4836 |
4836
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 215 M | +USD 15.5 M | +8% | 10.6% | 62.6% | 113 | 15.04% | 1.6 |
|
| 4837 |
4837
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 215 M | +USD 24.8 M | +13% | 10.3% | 78% | 164 | 13.41% | 1.6 |
|
| 4838 |
4838
Hudson Value Partners
Palm Beach,
Florida
| USD 215 M | +USD 24.6 M | +13% | 12.8% | 124% | 104 | 14.42% | 2.2 |
|
| 4839 |
MWM
4839
MTC Wealth Management
Tampa,
Florida
| USD 215 M | +USD 11.9 M | +6% | 8% | 30.5% | 13 | 7.69% | 2.4 |
|
| 4840 |
4840
Everpar Advisors
Tulsa,
Oklahoma
| USD 215 M | – | – | 12.6% | – | 276 | – | 0 |
|
| 4841 |
4841
Beddow Capital Management
Jackson,
Wyoming
| USD 215 M | +USD 9.6 M | +5% | 2.71% | 50.7% | 58 | 6.9% | 4.6 |
|
| 4842 |
4842
Sculati Wealth Management
Bloomfield Hills,
Michigan
| USD 215 M | +USD 19 M | +10% | 11.4% | 80.3% | 105 | 7.62% | 2.9 |
|
| 4843 |
4843
TSA Wealth Management
Houston,
Texas
| USD 215 M | – | – | 8.83% | 62.4% | 54 | – | 0 |
|
| 4844 |
4844
Shaker Investments
Cleveland,
Ohio
| USD 215 M | +USD 33.1 M | +18% | 19% | 216% | 92 | 23.91% | 3 |
|
| 4845 |
4845
Transatlantique Private Wealth
New York
| USD 214 M | +USD 27.6 M | +15% | 12% | 88.6% | 223 | 14.8% | 1.2 |
|
| 4846 |
4846
Whelan Financial
Fresno,
California
| USD 214 M | +USD 24.7 M | +13% | 10.4% | 64.6% | 37 | 8.11% | 1.4 |
|
| 4847 |
4847
Capasso Planning Partners
Charleston,
South Carolina
| USD 214 M | +USD 27.4 M | +15% | 8.99% | 51.6% | 108 | 17.59% | 1.4 |
|
| 4848 |
4848
Monte Financial Group
Guilford,
Connecticut
| USD 214 M | +USD 16.6 M | +8% | 10.1% | 66.7% | 85 | 5.88% | 3.2 |
|
| 4849 |
4849
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 214 M | +USD 29.1 M | +16% | 15.3% | 199% | 78 | 2.56% | 2.1 |
|
| 4850 |
4850
DHJJ Financial Advisors
Naperville,
Illinois
| USD 214 M | +USD 16.9 M | +9% | 10.6% | 62.5% | 828 | 5.8% | 0.6 |
|